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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $888 | $29,319-97.0% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 56.9% | 46.9%+10.0pp | 55.6%+1.2pp | 68.1%-11.2pp |
| Annual return | 299.88% | 535.20%-235.3pp | 302.12%-2.2pp | 41.64%+258.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $519 | $1,171-55.7% | $1,790-71.0% | $4,139-87.5% |
| Admin fee / account holder | $27 | $1,962-98.6% | $2,495-98.9% | $7,234-99.6% |